Experience

EPIC Retirement Plan Services

• United States
• Financial Services
• 100 - 200 Employee

• Retirement Plan Sales Consultant

  • Apr 2020 - Present

  Building relationships with investment advisors and other financial intermediaries by providing sales support along with plan design expertise to the retirement plan sponsors they serve. Building relationships with investment advisors and other financial intermediaries by providing sales support along with plan design expertise to the retirement plan sponsors they serve.



ABG Retirement Plan Services, now part of EPIC Retirement Plan Services

• United States
• Investment Management
• 1 - 100 Employee

• Retirement Plan Sales Consultant

  • Feb 2009 - Apr 2020

  Working with high-end advisors and consultants to provide plan design ideas and open-architecture recordkeeping solutions to retirement plan sponsors. Gaining an acute understanding of the nuances that go into building a successful retirement plan. Working with high-end advisors and consultants to provide plan design ideas and open-architecture recordkeeping solutions to retirement plan sponsors. Gaining an acute understanding of the nuances that go into building a successful retirement plan.



Symetra

• United States
• Insurance
• 700 & Above Employee

• Regional Vice-President, Retirement Plan Sales

  • 2007 - 2008

  Sold mutual fund recordkeeping services through the financial advisor and TPA communities. Took on an underperforming, 9 state territory in the Midwest and grew it to the second-largest sales territory by June of 2008. Sold mutual fund recordkeeping services through the financial advisor and TPA communities. Took on an underperforming, 9 state territory in the Midwest and grew it to the second-largest sales territory by June of 2008.



Nationwide Financial

• Regional Pension Consultant

  • 1993 - 2007

  Reponsible for creating sales distribution in the Midwest by building relationships with financial advisors and broker/dealers, along with recruiting and managing partnerships with TPA firms. Reponsible for creating sales distribution in the Midwest by building relationships with financial advisors and broker/dealers, along with recruiting and managing partnerships with TPA firms.



Aetna, a CVS Health Company

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Pension Account Manager

  • Aug 1990 - Apr 1993

  Provided retirement plan sales expertise to Aetna career agents and later to independent financial advisors. Promoted to office manager after one year. Provided retirement plan sales expertise to Aetna career agents and later to independent financial advisors. Promoted to office manager after one year.